Import & Export Custom Pricing Rules

Bulk-manage your custom pricing rules using CSV import/export: ideal for large product catalogs, multiple customer segments, or migrating rules between stores. Bulk-manage your custom pricing rules u

Plan

Import and export need the Platinum plan. On other plans the buttons are dimmed with Available in the Platinum plan.

Export Existing Rules

1. Go to B2B pricing > Custom Pricing.
2. Click Export above the rule list, or open More actions > Import & export and click Export.
3. Choose an export scope: the current page, the rules you selected, the rules matching your current filter, or all rules.
4. Choose a file format: CSV or Excel (.xlsx).
5. The export runs as a background job. A progress indicator shows how far along it is; you can keep working while it finishes.
6. When it completes, click the download link.

Note

Exported files are kept for 1 day. Open More actions > Import & export: the Export history section lists recent files so you can download them again or check whether an export finished. If a file has expired, export again.

The exported file contains your rules and serves as both a backup and an edit template.

Import New or Modified Rules

Step 1: Download the Sample Template

1. Open More actions > Import & export and click Import.
2. In the Import rules by CSV dialog, click Download sample CSV.
3. Open the file in Excel or Google Sheets: it includes formatting guidelines.

Step 2: Fill In Your Rules

Scenario	What to do
Creating a new rule	Leave the ID column blank
Updating an existing rule	Include the matching rule ID
Overwriting by ID	Enable the Overwrite checkbox in the import dialog

Required fields: ID, Name, Priority, Status

Key constraints:

• File must be CSV format, up to 5 MB
• New rules require a blank ID field
• Customer emails and product SKUs must match exactly what’s in Shopify

Step 3: Upload & Import

1. Click Import on the Import & export page.
2. Click Add file and choose your completed CSV (up to 5 MB).

3. Choose your import behavior:
   1. Check Overwrite rules with matching IDs: updates existing rules whose IDs match rows in the file; all other rules are kept as-is.
   2. Check Replace all existing rules: deletes all current rules and replaces them entirely with the imported set.
4. The system validates data and processes in the background.
5. Successful imports activate rules immediately. Errors return row-specific messages.

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CSV column reference

The file uses these columns: ID, Name, Priority, Status, Market, Customer condition, Customers, Exclude customer condition, Exclude customers, Product condition, Products, Exclude product condition, Exclude products, Discount type, Discount value, Start date, Start time, End date, End time.

Condition and type columns accept only these values:

Column	Allowed values
Customer condition	All, Logged-in, Not logged-in, Specific customers, Customer tags, Company locations
Exclude customer condition	None, Specific customers, Customer tags, Company locations
Product condition	All, Specific products, Specific variants, Specific collections, Specific tags
Exclude product condition	None, Specific products, Specific variants, Specific collections, Specific tags
Discount type	Fixed price, Decrease fixed amount, Decrease fixed percentage, Increasing price, Increase fixed amount, Increase fixed percentage

Any column left out of an imported row is reset to empty for that rule.

Plan limits still apply

Importing does not bypass plan limits. For example, rows that target specific variants are only published to your storefront on the Platinum plan.

Best Practices & Tips

• Back up your current rules by exporting before making sweeping changes
• Use the sample file as your base - don’t change header names
• Include IDs only when you intend to update existing rules
• When mixing imports and overrides, carefully manage your overwrite and replacement settings to avoid accidental deletions
• Keep your file size at or below 5 MB
• Make sure your customer email addresses, product SKUs, and other referenced values match the store data exactly

Note

If you need further assistance, please feel free to reach us at [email protected] or Live Chat.